See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,770 | $49,227-11.1% | $70,449-37.9% | $79,858-45.2% |
| Participation rate | 95.9% | 69.2%+26.7pp | 75.1%+20.8pp | 69.6%+26.3pp |
| Annual return | 5.40% | 30.06%-24.7pp | 109.03%-103.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,191 | $2,099-43.3% | $2,737-56.5% | $2,471-51.8% |
| Participant deferral / active EE | $1,138 | $2,768-58.9% | $3,709-69.3% | $3,740-69.6% |
| Admin fee / account holder | $4,071 | $2,878+41.5% | $3,845+5.9% | $5,306-23.3% |